U.S.A.
Morningstar® Principia®
Flexible investment research and portfolio management software.
Overview
Modules
Research & Analysis
Portfolios & Diagnostics
Proposals & Presentations
Client Support Services
Defined Contribution Plans
With this module, advisors and plan sponsors can integrate the Mutual Funds module in Morningstar® Principia® to perform due diligence for configuring diversified retirement plan lineups
Perform detailed analysis to ensure high-quality choices for all plan participants—and consistency with the sponsor’s investment policy statement
Compare fund- and plan-level fees, keep apprised of changes, and monitor a plan’s effectiveness over time
Profile a single plan or compare two plans side-by side in detailed Plan Comparison Reports for "what if" analysis
  View reports and graphs
Morningstar<span class="registered">&#174;</span> Principia<span class="registered">&#174;</span>
The Defined Contribution Plans module supports your investment selection process for creating high-quality, well-diversified plan lineups while monitoring your clients’ existing plans. Make the case for a recommended fund lineup when you illustrate how plan options are diversified across asset classes, styles, and regions using compelling charts and graphs. Use risk and return analysis and trailing total returns to present performance information. Highlight a plan’s expenses at both the fund and plan levels and examine operations and management data for a thorough plan assessment.
Module Index
  Previous     Next  
Take Action
Get Purchasing Information
Request More Information
See It Work
Sample Reports
Product Tutorials
Learn More
FINRA Review
Morningstar Guarantee
Customer Support
Contact Support
Software Downloads
Installation Instructions
Technical Requirements
User's Guide
Training
© Morningstar. All rights reserved.